GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.42B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$584M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$8.4M
3
+$1.68M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$1.5M
5
FTXG icon
First Trust Nasdaq Food & Beverage ETF
FTXG
+$1.21M

Top Sells

1
+$27.2M
2
+$7.6M
3
+$2.99M
4
DOG icon
ProShares Short Dow30
DOG
+$1.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.65M

Sector Composition

1 Technology 9.12%
2 Financials 3.48%
3 Healthcare 3.08%
4 Consumer Discretionary 2.27%
5 Consumer Staples 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$87.5K 0.02%
515
+2
252
$87.4K 0.02%
657
253
$87.2K 0.01%
3,684
+12
254
$86.2K 0.01%
880
+870
255
$85.8K 0.01%
2,487
256
$77.9K 0.01%
1,191
-7
257
$75.4K 0.01%
4,228
+24
258
$75.2K 0.01%
3,108
+621
259
$72.8K 0.01%
3,397
-364
260
$72.2K 0.01%
3,228
261
$72.1K 0.01%
1,513
262
$71.1K 0.01%
+900
263
$65.3K 0.01%
880
-248
264
$64.1K 0.01%
404
-306
265
$62.4K 0.01%
565
266
$60.4K 0.01%
2,801
267
$60K 0.01%
1,324
-22
268
$58.6K 0.01%
1,479
269
$57.5K 0.01%
773
-40
270
$56.9K 0.01%
1,375
271
$56.2K 0.01%
524
-150
272
$54.8K 0.01%
1,000
273
$54.2K 0.01%
191
274
$54K 0.01%
971
+26
275
$53.3K 0.01%
500
9 10
11
12 13